Budgeting
You know what the coloured dots in the grid mean, what each of the ten detail panels holds and how to remove a detail from an account.
Beyond quantity and price, an account carries ten more kinds of detail, such as the companies that pay for it, its fringes and the timing of its cost. When you select an account in the grid, the **Account Details** panel shows these details, and you change them there.
| Panel | Carries | How you fill it in | | ------------------------- | ------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------- | | **Companies** | the companies that pay for the account, each with its share | Up to six rows. On each row, you choose a company and enter a percentage or an amount | | **Effects** | the spending or funding effects of the account, each with its share | Up to six rows, the same way as **Companies** | | **Fringes & Supplements** | on-cost percentages required by law, plus wage premiums | In a dialog. The panel lists what is applied, with the amounts | | **Extra Costs** | travel, hotels, per diems | In a dialog. The panel lists what is applied, with the amounts | | **Cashflow** | the timing of the cost | In a dialog. The panel lists what is applied, with the amounts | | **Attachments** | files such as a quote or an offer | You drop files on the panel or browse for them | | **Taxes** | the tax the account uses | One tax, without a percentage or an amount | | **Tags** | labels you can use in formulas and filters | You type a tag. KOSMA suggests existing tags, or creates a new tag for a new name. Up to ten per account | | **Notes** | free text | You type the text | | **DFFF** | the values for the German DFFF subsidy | In a dialog. The panel lists what is applied, with the amounts |
To add a company to the account, click  **Add company** in the header of **Companies**. In **Effects**, click  **Add effect**. The list on each row offers the entries defined in Settings. To change these entries, click **Edit** at the bottom of the list. KOSMA opens the matching Settings dialog. The list leaves out effects you have hidden in Settings. Hidden companies and hidden taxes stay in their lists. For how Settings work, see [how settings work](/kb/article/how-settings-work).
An account carries one tax. To set it, click  **Add tax** in the header of **Taxes**. KOSMA sets the first tax from Settings and opens the list, where you can choose another one. If Settings has no tax yet, KOSMA opens the Settings dialog for taxes instead.
You change these four panels in a dialog. The Edit buttons show only while the pointer is over the panel header. Click  **Edit fringes & supplements**,  **Edit extra costs**,  **Edit cashflow rule** or, on **DFFF**,  **Edit values**. KOSMA opens the dialog for the selected account.
On **Fringes & Supplements**, **Extra Costs** and **Cashflow**,  **Apply Preset** appears in the panel header when a saved preset of that kind fits the account. For fringes, the preset must also fit the account's subaccounts. Click  **Apply Preset**, and the panel shows the presets as a list with checkboxes. Tick a preset there to apply it without opening the dialog. When presets of both kinds exist, the list on **Fringes & Supplements** has two groups, **Fringe Presets** and **Supplement Presets**. To save a preset, see [save and reuse a fringe preset](/kb/article/save-and-reuse-a-fringe-preset) and [save and reuse a cash flow rule preset](/kb/article/save-and-reuse-a-cashflow-rule-preset).
If what is applied matches one preset exactly, the panel shows a single row with the preset's name and the total amount. Point at the row to see what the preset contains.
The **Account Details** column in the grid shows which details each row carries, so you do not have to select the row. The column has one slot for each panel, in the order of the panels. A dot in a slot shows that the row has this detail, and an empty slot means nothing is set. Markups show dots too. A dot has one of three forms:
- A full dot: the row carries the detail itself. - A half-filled dot: some subaccounts of this account carry the detail, others do not. This form appears for Companies, Effects, Tags, Taxes, Cashflow and DFFF. - A ring: this subaccount inherits the detail from its account. This form appears for Companies, Effects, Fringes & Supplements, Extra Costs and Tags.
Point at a dot to see which detail it stands for. On a full dot for companies, KOSMA shows:
Companies applied to this account
On a ring for companies, KOSMA shows:
Companies inherited from the parent account
If you hide panels or change their order in **Panel Display**, the column changes with them: a hidden panel has no slot, and the slots move with the panels. You find **Panel Display** in the menu of  **Settings for account details** in the panel header. The same menu also opens the Settings dialogs the selected row can use. KOSMA keeps the panel choice for the current session only. To show the **Account Details** column, see [choose and arrange grid columns](/kb/article/choose-and-arrange-grid-columns).
A row shows the panels its type can carry. For the row types, see [how a budget is structured](/kb/article/how-a-budget-is-structured).
| Row | Panels | | ----------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------- | | Account | All ten | | Subaccount | All ten. **Fringes & Supplements** and **Extra Costs** are greyed out, because only an account can carry them | | Markup | Seven. **Fringes & Supplements**, **Extra Costs** and **Taxes** are hidden | | An account that collects fringes and supplements for others | **Companies**, **Effects**, **Fringes & Supplements** and **Extra Costs** are greyed out | | An account that collects extra costs for others | **Fringes & Supplements** and **Extra Costs** are greyed out | | An account that collects a tax for others | **Fringes & Supplements**, **Extra Costs** and **Taxes** are greyed out | | A group, a category, or no row selected | Every panel is greyed out |
On an account with subaccounts, **Companies**, **Effects** and **Tags** show the entries of its subaccounts. A change there applies to every subaccount. Where the subaccounts differ, the panel shows:
Mixed contents · Click ↺ to reset
Click  **Reset companies**,  **Reset effects** or  **Reset tags** to clear the entries on every subaccount.
You can also select several rows of the same type. Each panel then shows the entry the rows share, the same message as above, or nothing. On **Companies**, **Effects**, **Tags** and **DFFF**, a change applies to every selected row. On **Fringes & Supplements**, **Extra Costs** and **Cashflow**, you cannot change several rows at once. Where the selected rows differ, click  **Reset fringes & supplements**,  **Reset extra costs** or  **Reset cashflow rule** to clear them. Where the selected rows carry the same entries, there is no reset: clear each row on its own, as described below. On **DFFF**,  **Reset DFFF** appears for every selection of two or more rows.
With two or more rows selected, a reset clears the panel on every selected row and on their subaccounts.
KOSMA asks before it resets two or more rows. Click **Reset** to confirm.
On **Companies** and **Effects**,  **Reset companies** and  **Reset effects** also appear when the panel has two or more rows, and clear all of them. To remove one detail from a single row, use the panel:
| Panel | To remove the detail | | -------------------------- | ------------------------------------------------------------------------------------------------------------------------- | | **Companies**, **Effects** | On the row of the entry, choose **--none--** in the list | | **Taxes** | Choose **--none--** in the list | | **Tags** | Click  on the tag to remove it | | **Notes** | Delete the text | | **Attachments** | Click  next to the file to remove it | | **Fringes & Supplements** | Clear them in the dialog, see [apply fringes and supplements](/kb/article/apply-fringes-and-supplements) | | **Extra Costs** | Clear them in the dialog, see [apply extra costs](/kb/article/apply-extra-costs) | | **Cashflow** | Clear the rule in the dialog, see [set a cash flow rule on an account](/kb/article/set-a-cashflow-rule-on-an-account) | | **DFFF** | Clear the values in the dialog, see [set up the DFFF for a German production](/kb/article/set-up-the-dfff-for-a-german-production) |
Then you cannot change this budget, for example because your licence does not allow it or because the budget was shared with you for reading only. Point at a greyed-out control to see the reason. For the reasons and what you can do, see [saving, discarding and why a budget is read-only](/kb/article/save-discard-and-read-only).
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